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Oak Ridge Investments’s Procter & Gamble PG Stock Holding History

Oak Ridge Investments’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,676
Closed -$613K – 169
2017
Q4 		$613K Hold
6,676
– – 0.03% 149
2017
Q3 		$607K Buy
6,676
+3,614
+118% +$329K 0.02% 143
2017
Q2 		$267K Buy
+3,062
New +$270K 0.01% 147

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oak Ridge Investments's PG Position: Q1 2018 in Review

Oak Ridge Investments sold out of Procter & Gamble (PG) in Q1 2018, closing a stake of 6,676 shares — an estimated $613K sold.

Oak Ridge Investments first reported a position in PG in Q2 2017 and held it in 3 quarters. The position peaked at $613K in Q4 2017. 2,230 funds tracked by Wall St. Rank hold PG as of Q1 2018.

  • Oak Ridge Investments reported no remaining Procter & Gamble position as of Q1 2018 after selling out during the quarter.
  • Oak Ridge Investments sold 6,676 Procter & Gamble shares in Q1 2018, an estimated $613K.
  • Oak Ridge Investments first reported a position in Procter & Gamble in Q2 2017 and held it in 3 quarters.
  • Oak Ridge Investments's Procter & Gamble position peaked at $613K in Q4 2017.
  • 2,230 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2018.

Based on Oak Ridge Investments's 13F filing for Q1 2018, filed 14 May 2018.